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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,781 | $202,342-88.2% | $172,752-86.2% | $152,897-84.4% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 24.83% | 1029.83%-1005.0pp | 802.97%-778.1pp | 345.43%-320.6pp |
| Employer contribution / active EE | $1,661 | $5,858-71.7% | $5,144-67.7% | $4,764-65.1% |
| Participant deferral / active EE | $5,538 | $5,948-6.9% | $5,198+6.6% | $5,851-5.3% |
| Admin fee / account holder | $4,544 | $17,111-73.4% | $13,955-67.4% | $11,599-60.8% |